Investment Service Consultant

4 weeks ago


Cape Town, South Africa Tracking Talent: a WilsonHCG Company Full time

The Investment Services Consultant’s role is to engage and establish long-lasting relationships with clients and financial advisers in delivering an excellent experience, focused on building trust and confidence. The company is focused on generating long-term wealth for their investors.

Looking for recent Graduates with a 65% and above GPA for Matric and University Must have done Core Mathematics and obtained 65% or above in Matric and passed. Our client is looking for someone who has participated in Sports or Societies during their studies, some previous internships/work experience would be beneficial but not necessary.

This role is a graduate program and provides graduates with an entry-level, full-time job that offers detailed training and support. This is an excellent opportunity to get your start in a well-known Financial Institution and it provides exposure to the company’s products and procedures as well as providing tremendous potential for growth and movement within the company.

**Qualifications & Experience**:
Currently completing or have completed an Undergrad/Honours in Finance or an Analytical Field such as:

- BComm in Business Science, Actuarial or Mathematics, Computer Science or Information Systems

**Duties & Responsibilities Include**:

- Discussion and explanation of all funds and products offered.
- Assisting clients with process information and quotes.
- Assisting clients with the tracking and follow up of transactions in progress.
- Responding to queries regarding investment performance.
- Clarifying and explaining the company’s investment approach and philosophy.
- To ensure accurate record keeping through service-related administrative tasks.
- To assist with database updates and information maintenance.
- To support a positive and responsive climate for client enquiry resolution.
- To play a key role in the stewardship of positive client relationships and the retention of clients.
- To build and establish relationships at all levels with internal departments to enhance organizational
- effectiveness and efficiency.
- To actively participate in the organisation’s continuous improvement by identifying and proposing solutions to process and service-related failures



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